EP 120: Larissa Greene - Investing Through a Self Directed IRA

Larissa is associate director of education and a member of the business development team at Advanta IRA Services, LLC.  She educates potential and current clients on self-directed IRAs and IRS section 4975 on prohibited transactions and disqualified persons.  Larissa has the designation of Certified IRA Services Professional from the American Bankers Association for being knowledgeable on the subject of IRAs.  She is a frequent lecturer on the topic of self-directed IRAs, the rules and regulations for investing in real estate using an IRA and the types of accounts that can be used. Larissa is involved with a local real estate investment group and is a self-directed investor herself. HIGHLIGHTS IN THE SHOW: 00:00 - Intro 01:22  - Larissa’s Background 02:11 - Impact Equity Ad 02:39 - Self Directed IRAs 06:29 - Education Savings Accounts 07:05 - Advanta IRA Services, LLC 12:26 - Getting Started 14:43 - Challenges and Paperwork 17:18 - Understanding UDFI / UBIT 22:30 - Types of Investments 23:48 - The Rules About Investing With Family 27:01 - Educational Resources 31:43 - Connect 32:46 - Bucket List CONNECT WITH OUR GUEST: https://www.advantaira.com/ CONNECT WITH OUR HOST: Connect with our host, Randy Smith, for more educational content or to discuss investment opportunities in the real estate syndication space at www.impactequity.net, https://www.linkedin.com/in/randallsmith or on Instagram at @randysmithinvestor ---------------------------------------------------------------------------------------------------------------------------- Follow us on social media @the.gentle.art.of.crushing.it Listen, like, subscribe, comment: http://thegentleartofcrushingit.com/